News

This new blog series will highlight our unique approach to investment strategies and customizing portfolios as we dive deep into the steps we carefully take to make sure we achieve customer satisfaction and ensure we take the right risks, utilizing our stop-loss principles. Check back every month to read about CEO Fred Fern and President Randy Conner’s expert insights with in-depth commentary on Churchill Management Group’s investment services and strategies.

This new blog series will be an insider’s look into our differentiated key advantages as a leading advisory firm. Check back every month to read about CEO Fred Fern and President Randy Conner’s expert insights with in-depth commentary on Churchill Management Group’s market outlook. We will have an ongoing discussion touching on charting, technical indicators, sector rotation, the current macroeconomic climate, and portfolio management.

While there has recently been stigma surrounding asset managers and the finance industry as a whole, it can be a bit daunting to gauge whether firms are reputable, experienced, and trustworthy. At Churchill, we pride ourselves in securing top rankings from the most respectable industry leaders such as Barron’s, Financial Times, and Morningstar both nationally and for the state of California.Read More

The Financial Times (“FT”) “2016 300 Top Registered Investment Adviser List” includes Churchill Management Group (“CMG”). The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors, but to CMG’s knowledge, not any sample of the experience of any of CMG’s Clients. The rating is not indicative of future performance. CMG did not pay a fee to participate in the FT list, but did pay for reprints.

Based upon Morningstar’s 3rd Quarter 2015 ETF Managed Portfolios Landscape for its 5-Year Return (it ranked 4th for its 3-Year Return). Morningstar is tracking 737 strategies from 148 firms with total assets (AUM and AUA) of $75 billion through September 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple Clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.

The L.A. Business Journal (“LABJ”) “May 2016 List of Largest Money Management First in L.A. County” includes Churchill Management Group (“CMG”). The rating is not representative of any client’s experience because the rating reflects only size of firms based on assets under management as of December 31, 2015. The rating is not indicative of future performance. CMG did not pay a fee to participate in the LABJ List.Read More

The Barron’s ranking is for Fred Fern of Churchill Management Group (“CMG”). The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors that may include only a sample of the experience of CMG’s Clients. The rating is not indicative of future performance. CMG did not pay a fee to participate in the Rankings, but did purchase reprints of the Barron’s article.

4Q15: Based upon Morningstar’s 4th Quarter 2015 ETF Managed Portfolios Landscape for its 3-Year Return (it ranked 3rd for its 5-Year Return). Morningstar is tracking 755 strategies from 154 firms with total assets (AUM and AUA) of $73 billion through December 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.

Churchill Management Group

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Disclaimer

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill's Form ADV2 located in the News & Resources section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.